How to Manually Invoice an Order (OEZPI)

There are times when you may need to manually invoice an order before the nightly invoice runs. Most often, this happens when you are doing a credit rebill for a customer and need to process the credit for the inventory to fill the rebill. This document will show you how to manually invoice a single order.

1. In the address field, type OEZPI and hit enter.

2. Choose the OEZPI stored report and Check box then click copy.

3. Choose one-time.

4. Click Next until you get to details. Here, at Option #6, you can select “List” to enter the order that you would like to invoice.

5. In the Order List dialogue box, enter the order number and then select “Add to List”. You can enter multiple orders in the list to invoice out at the same time.  Once the order(s) has been entered click Save to close the window.

6. You can then click Next and then Save to complete the Invoice Processing. To confirm you did it correctly, you can go to OEIO and check the Stage of the order. If it shows Inv (Invoiced) or Pd (Paid) you know that you were successful invoicing the order.